Madison Dividend is trading at 30.37 as of the 26th of November 2024; that is 0.50% up since the beginning of the trading day. The fund's open price was 30.22. Madison Dividend has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Madison Dividend Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of December 2022 and ending today, the 26th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over 1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, at least 80 percent of the funds net assets will be invested in dividend paying equity securities.. More on Madison Dividend Income
Madison Dividend Income [BHBFX] is traded in USA and was established 26th of November 2024. Madison Dividend is listed under Madison Funds category by Fama And French industry classification. The fund is listed under Large Value category and is part of Madison Funds family. This fund currently has accumulated 231.79 M in assets under management (AUM) with no minimum investment requirementsMadison Dividend Income is currently producing year-to-date (YTD) return of 14.38% with the current yeild of 0.02%, while the total return for the last 3 years was 4.46%.
Check Madison Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Madison Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Madison Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Madison Dividend Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Madison Dividend Income Mutual Fund Constituents
Other Information on Investing in Madison Mutual Fund
Madison Dividend financial ratios help investors to determine whether Madison Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Madison with respect to the benefits of owning Madison Dividend security.